INTERN: FINANCIAL ADVISOR

Recruiter:

HR Genie

Job Ref:

6324A EW INTERNF

Date posted:

Tuesday, December 3, 2024

Location:

Bellville, South Africa

Salary:

Market related

SUMMARY:
Assessment of client financial needs and circumstances.

POSITION INFO:

A year internship as financial advisor.

Qualifications:

3-year Finance-related degree (preferably B.Com Finance)

Experience:

No experience required

Duties include but are not limited to:

Undertake highly technical analytical work.
Assessment of client financial needs and circumstances.
Carrying out research and analyzing products and services that is appropriate to each client’s financial circumstances.
Proposing solutions and drafting financial recommendations that meet each client’s goals, needs, and objectives.
Developing productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the organization.
Keep up to date with product information.
Preparing investment-, retirement-, estate-, and long term risk proposals.
Public speaking and presentations
Traveling to Corporate clients for practical experience in giving financial advice and retirement benefit counseling.

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